A major release of the Sales Pack extension for EspoCRM, significantly enhancing sales and purchase capabilities. It brings the system closer to ERP software.
See the release notes and features overview below. For more details, explore the documentation.
Release notes
Enhancements:
- Subscriptions
- Tax codes
- Tax-inclusive pricing
- True multi-currency
- Supplier bills and credits
- Credit note allocations
- Write-offs
- Debit notes
- Payment terms
- Invoice rounding
- Issuance locking
Improvements:
- Collaborators & Multiple Assigned Users can be enabled for order entity types.
- Fields Item List and Allocations can be audited.
- Line items are displayed in quick modal views.
- Parameter making line items look more compact.
- List prices can be enabled or disabled for invoices in settings.
- Product type field – Goods or Service.
- Products can be marked as sellable and purchasable.
- E-Invoice tax category code mapping.
- Transactional documents receive their number only after issuance.
- Product quantity fields available in report filters and List report columns.
- Amount Due field available in report filters and List report columns.
- Inventory Numbers: Panel displaying order records associated with the number.
- Warehouse: Warehouses can be arranged in a specific order.
- Warehouse: Panels displaying order records associated with the warehouse.
- Product-level prices can be disabled/enabled.
- Displaying unit in weight fields. The system weight unit (kg or lb) can be configured in settings.
- Payment method for outbound payments.
Additions:
- Reports
Changes:
- Credit notes: ‘On Invoice’ field is removed in favor for allocations.
- Invoices: Status ‘Sent’ changed to ‘Issued’, status ‘Rejected’ removed.
- Amount fields in document entities now stored as decimals. Values are represented as numeric strings.
Compatibility:
- EspoCRM v9.2 is minimum supported.
Upgrading
Important. When upgrading the extension from v3.1, it’s recommended to install the new version via CLI, as the installation process may take longer than usual.
It’s also reasonable to make a database backup before upgrading.
New features overview
Subscriptions
The subscription feature allows you to invoice customers on a recurring basis. It includes date alignment and proration capabilities.
Tax codes
Completely new tax engine. A tax code is a unique identifier (like VAT20 or EXMPT) that serves two roles:
- defines tax calculation logic;
- provides reporting capabilities.
The tax codes feature can be enabled or disabled in Settings. Enabling is highly recommended.
Tax-inclusive pricing
A price book can be marked as tax-inclusive. Important for B2C sellers.
True multi-currency
Transaction documents like invoices or payments additionally store amounts in the local currency as well as the appropriate exchange rate. The system computes the foreign exchange gain or loss for every payment allocation.
Supplier bills and credits
Now, it’s possible to track invoices issued by your vendors. Payments can be allocated to supplier bills or credits the same way as to invoices and credit notes.
Credit note allocations
Now, a credit note can be allocated to multiple invoices, just like payments.
Write-offs
Write-offs allow settling a small outstanding invoice balance without receiving or issuing a payment.
Debit notes
Invoices can be issued as debit notes. Debit notes use separate numbering.
Payment terms
A payment terms profile defines how installments will be created for an invoice. An invoice can have multiple payment installments.
Invoice rounding
An invoice can be rounded according the applied rounding profile. For example, it can be rounded to:
- a whole number
- 50 cents
- 1 cent
Issuance locking
The issuance locking mode enforces stricter rules on transaction behavior. Without issuance locking enabled, balance reports cannot guarantee correct results. With issuance locking enabled, an invoice that has been issued cannot change its status back.
Reports
Reports shipped with Sales Pack are integrated with the Reports feature of the Advanced Pack. Sales Pack includes the following reports:
- Customer balances
- Customer aging
- Supplier balances
- Sales tax summary
- Purchase tax summary
- Sales list by tax code
- Sales revenue
- Sales by customer
- Sales by product
- Sales by category
- Purchase expenditure
- Purchases by product
- Ledger summary
These are internal reports with their own unique parameters. They are not created using the report builder like regular reports, and they generate results based on their specific logic.
Note that all these reports require transaction amounts stored in the local currency, which is available only in the new Sales Pack version. Hence, these report won’t work for your previous invoices unless you do a data migration.